As a member of the Local Investment Advisory Team Zurich, you will be responsible for the advice of investment solutions to clients and prospects with a focus on Eastern Europe, with the primary objective of partnering with Private Banking Client Relationship Officers (CROs) to offer appropriate investment solutions, both discretionary and advisory, and attracting/enhancing client relationships and profitability.

Main responsibilities

• Responsibilities include but will not be limited to: Working directly with clients and partnering with Client Relationship Officers, being accountable for assessing investment needs based on risk profile, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio.


• Create tailor made investment proposals across different markets with appropriate products and services, adjusting portfolios to client’s risk appetite, needs and market conditions


• Create and maintain model portfolios in close collaboration with the CIO Office


• Observe and analyse financial markets to monitor and develop client’s investment strategies


• Be proactive and in regular contact with clients and Client Relationship Officers to inform them of the markets and portfolio evolution as well as Bank’s investment ideas and opportunities.


• Provide input and support for the development of new business initiatives and product enhancement.


• Promote discretionary mandates to increase penetration.


• Contribute to the increase of client share of wallet


• Comply with all internal and external regulations and procedures


• Participate and provide input to any Bank’s initiatives if needed


• Responsibility for specific projects and administrative tasks

Skills and experience

• University degree in economics or finance, or comparable qualifications (CFA, AZEK etc)


• Minimum 5 years client-facing experience in investment advisory or portfolio management; brokerage or institutional sales function useful


• Passion for financial markets


• Strong knowledge of financial instruments across all asset classes, ESG and Alternatives a plus


• Able to establish close and trusted relationships with CROs and clients


• Ability to build and maintain networks with internal stake holders, collaborate across teams


• Excellent verbal and written communication skills in Russian and English, any additional language appreciated


• Entrepreneurial mindset and ability to work under pressure


• Results oriented with ability to proactively and independently solve problems


• Sound judgement, keen sense of urgency and high level of professional and personal integrity


• Very good communication and presentation skills


• Excellent knowledge in MS Office and Bloomberg